Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMINX (SIMT TAX-MANAGED INTERNATIONAL MANAGED VOLATILITY FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) | 5.51% | 15.04% | 15.56% | 7.50% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/18/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMINX (SIMT TAX-MANAGED INTERNATIONAL MANAGED VOLATILITY FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) | 10/18/2016 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 15.04 | 15.56 | 7.50 | NA | NA | NA | … | … | 5.51 | 29.69 | 5.97 | 12.92 | -11.62 | 7.57 | -1.56 | 16.23 | -12.36 | 20.81 | -1.89 |
| Sharpe Ratio | NA | 1.16 | 1.15 | 0.44 | NA | NA | NA | … | … | 0.84 | 2.26 | 0.25 | 0.97 | -0.89 | 0.84 | -0.08 | 2.01 | -1.39 | 3.17 | -1.06 |
| Standard Deviation(%) | NA | 10.18 | 10.81 | 11.39 | NA | NA | NA | … | … | 12.37 | 11.92 | 9.49 | 9.68 | 14.75 | 8.97 | 23.29 | 7.34 | 9.91 | 6.39 | 8.80 |
| Draw Down(%) | NA | 8.54 | 9.55 | 25.27 | NA | NA | NA | … | … | 8.54 | 8.64 | 8.81 | 7.50 | 24.52 | 7.31 | 30.49 | 5.92 | 18.38 | 2.12 | 5.25 |
| Yield(%) | 0.00 | 3.05 | 4.10 | 3.24 | 3.01 | 2.00 | 1.50 | … | … | 0.00 | 3.63 | 4.96 | 3.65 | 2.45 | 3.27 | 1.65 | 3.91 | 2.31 | 2.97 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/18/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMINX (SIMT TAX-MANAGED INTERNATIONAL MANAGED VOLATILITY FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) |
-4.50%
Sep 2019 – Sep 2022 |
-2.97%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMINX (SIMT TAX-MANAGED INTERNATIONAL MANAGED VOLATILITY FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) |
19.50%
Sep 2022 – Sep 2025 |
10.78%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart